Start your week with a prospecting packet
Bring the week's prospecting context into one scheduled report, ready for a quick review and follow-up plan.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Generate Carbone Report
Generates a document in the chosen format from a template.
Why this helps
Prospecting notes spread across sessions make it harder to see what deserves attention this week.
- Create a repeatable weekly review document.
- Reduce time spent gathering prospecting context.
- Give your team a shared starting point for follow-up.
Setup
Build it in a few focused steps.
- 1Connect Aeroleads and Carbone once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name the weekly review.
- 3Tell Notis to use available Aeroleads prospecting data to generate a weekly Carbone packet.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real example and check the report contents.
Questions about this workflow
Does this workflow automatically search Aeroleads?
It can use data available to the connected Aeroleads integration. Specify the intended prospecting scope in your instruction and supply any missing context.
Can I choose when it runs?
Yes. Select a recurring schedule when you set the trigger in Notis.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Aeroleads to Carbone. A trigger fires from one place; an action lands in another.
Aeroleads triggers
Carbone actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Delete Carbone Template
Permanently deletes a template; this action cannot be undone.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Download Template
Downloads the original template file.
Generate Carbone Report
Generates a document in the chosen format from a template.
Get Carbone Server Status
Checks the server’s current status and health.
List Templates
Retrieves templates stored in the workspace.
Set Carbone API Version
Sets the Carbone API version for subsequent requests.
List Template Categories
Lists the categories used to organize templates.
Upload a template
Uploads a template for document generation.
Connect any two apps with Notis in the middle.
Aeroleads and Carbone, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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